Experience

• Working in the financial services industry since 2005
• Currently focused on providing services including wealth management, investment advice and strategies, retirement planning, assistance with financial planning, insurance, and gifting strategies

Education

• East Tennessee State University, MBA
• Tennessee Tech University, BS

Professional Affiliations

• FINRA Series 24 (BrokerCheck)
• CERTIFIED FINANCIAL PLANNER™ professional (CFP^®)
• Life, Health, and Variable Contract Licenses

Registered representative and agent, First Horizon Advisors, Inc., agent, First Horizon Insurance Services, Inc.